fiduciary
«We can now retrieve a complete customer history with just a few clicks.»
Aldo Dubacher, Head of Quality Management System Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner
Field of activity: Finance and accounting, auditing, business consultancy, tax consultancy and legal consultancy
Locations: Schwyz, Zug, Pfäffikon SZ, Altdorf, Brig; Vienna; Bucharest, Timisoara, Sibiu (Romania); Sofia (Bulgaria)
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence, Purchases
Tradition and change: Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner has been moving between these values for more than 50 years. The company has always been guided by proven values and reacted flexibly to changing conditions. That is why it has been working with Vertec since 2008 – and is thus optimally prepared for the future.
«Vertec enables us to achieve uniform mandate management at all locations.»
Social values are highly valued at Mattig-Suter und Partner: The company is committed to integrity and continuity and expects its employees to have excellent expertise and dedication. The orientation towards such guidelines has proven itself: Found in 1960, the company is one of the most renowned trust and auditing companies in Central Switzerland and now employs around 150 people in Switzerland and abroad.
The company also wants to remain true to itself in a fast-paced and international environment. Aldo Dubacher, Head of Quality Management System, therefore attaches great importance to transparent and efficient processes within the company: “In this way we ensure that the time and attention of our employees benefits our customers.” The size of the company presents a challenge. “To keep an overview of the activities of all departments and employees, we need clear structures and good data entered,” says Dubacher.
The company therefore maps all its service types in Vertec. “Vertec mirrors the structure of our company and clearly presents all processes from acquisition to mandate management to invoicing,” says Dubacher. Employees can reliably and securely access all relevant data and enter services for their services regardless of location. In addition, the business owners of Mattig-Suter und Partner have a solid data base for the management of the company: “With Vertec, we can quickly identify where processes or activities are unproductive,” says Dubacher.
«With vertec, we were able to automate the administrative processes to a large extent.»
The traditional company also wants to be prepared for the future – which is why it relies on Vertec. “I was amazed at how well Vertec could be adapted to our specific needs,” says Dubacher. “This flexibility gives me the certainty that Vertec will be able to keep pace with the development of our company in the future.” The auditor also praises Vertec’s sales partner Intus Data AG, which introduced the software at Mattig-Suter und Partner. “The specialists at Intus Data AG specialize in fiduciary transactions. They understand our problems and speak our language – that was extremely helpful.”
